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781 hedge funds and large institutions have $36.6B invested in Tesla in 2018 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 224 increasing their positions, 274 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more funds holding in top 10

Funds holding in top 10: 1826 (+8)

33% more capital invested

Capital invested by funds: $27.5B → $36.6B (+$9.11B)

25.52% more ownership

Funds ownership: 918.99%944.51% (+26%)

11% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 104

1% more funds holding

Funds holding: 775781 (+6)

18% less repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 274

53% less call options, than puts

Call options by funds: $8.11B | Put options by funds: $17.1B

Holders
781
Holders Change
+6
Holders Change %
+0.77%
% of All Funds
17.88%
Holding in Top 10
26
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+44.44%
% of All Funds
0.6%
New
115
Increased
224
Reduced
274
Closed
104
Calls
$8.11B
Puts
$17.1B
Net Calls
-$9.03B
Net Calls Change
-$4.29B
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.23B +$2.09B +102,824,340 +48%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$4.52B +$121M +5,935,905 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$4.09B -$1.13B -55,408,125 -24%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.39B -$44.6M -2,193,870 -2%
BlackRock
5
BlackRock
New York
$2.22B +$124M +6,087,330 +7%
Capital World Investors
6
Capital World Investors
California
$2.09B +$500M +24,620,565 +37%
Jennison Associates
7
Jennison Associates
New York
$1.49B +$332M +16,340,655 +34%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$1.13B -$33.3M -1,639,935 -3%
State Street
9
State Street
Massachusetts
$838M -$13.6M -669,660 -2%
BAMCO Inc
10
BAMCO Inc
New York
$570M +$1.6M +78,525 +0.3%
Invesco
11
Invesco
Georgia
$515M +$23.2M +1,140,630 +5%
Primecap Management
12
Primecap Management
California
$376M -$587K -28,875 -0.2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$356M +$2.37M +116,625 +0.8%
Morgan Stanley
14
Morgan Stanley
New York
$353M -$111M -5,475,015 -26%
Goldman Sachs
15
Goldman Sachs
New York
$334M -$24.8M -1,218,390 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$322M -$10.9M -534,825 -4%
Northern Trust
17
Northern Trust
Illinois
$292M +$4.63M +227,895 +2%
Allianz Asset Management
18
Allianz Asset Management
Germany
$267M -$6.08M -299,265 -2%
Norges Bank
19
Norges Bank
Norway
$249M +$14.7M +725,460 +7%
Mitsubishi UFJ Trust & Banking
20
Mitsubishi UFJ Trust & Banking
Japan
$231M -$10.9M -538,020 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$221M -$38.1M -1,876,230 -16%
American Century Companies
22
American Century Companies
Missouri
$212M -$1.52M -74,640 -0.8%
Deutsche Bank
23
Deutsche Bank
Germany
$196M -$127M -6,234,285 -42%
SMDAM
24
Sumitomo Mitsui DS Asset Management
Japan
$186M -$47.3M -2,327,310 -22%
CS
25
Credit Suisse
Switzerland
$185M +$5.57M +273,960 +4%

TSLA Hedge Fund Activity: Q2 2018 in Review

781 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Tesla (TSLA) for Q2 2018, worth a combined $36.6B — up 33% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new TSLA positions and 104 closed out — a net gain of 11 holders — while 224 added to existing stakes and 274 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.09B. The largest seller was T. Rowe Price Associates, cutting an estimated $1.13B.

  • 781 institutional investors held Tesla (TSLA) as of Q2 2018, up from 775 in Q1 2018.
  • Funds reported $36.6B of Tesla stock for Q2 2018, up 33% quarter-over-quarter.
  • 115 funds opened new Tesla positions in Q2 2018 and 104 closed out, a net change of +11 holders.
  • The largest Tesla buyer in Q2 2018 was Fidelity Investments, an estimated $2.09B added.
  • The largest Tesla seller in Q2 2018 was T. Rowe Price Associates, an estimated $1.13B sold.

Based on aggregated 13F filings for Q2 2018.